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Ashley Smith-Roos

@Clear Creek Financial Management, Llc

Latest period2024 - Q3ReportedManaged Assets$883.374MTotal holdings458
Assets growth rate7.05%Assets growth rate (2-Q avg)6.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Creek Financial Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 458 positions.

Assets under management

The assets under management (AUM) of Clear Creek Financial Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 883.374M in assets, with a quarterly growth rate of 7.05% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by Ashley Smith-Roos, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -6.28%
0.31%
$2.721M
45,727 shares@ $59.51 avg price
MGCVanguard World Fd
Recent Activity
Decreased -0.11%
0.3%
$2.592M
12,542 shares@ $206.65 avg price
IJRIshares Tr
Recent Activity
Decreased -4.85%
0.29%
$2.538M
21,702 shares@ $116.97 avg price
IWFIshares Tr
Recent Activity
Decreased -35.6%
0.29%
$2.486M
6,621 shares@ $375.41 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -6.88%
0.28%
$2.451M
10,083 shares@ $243.07 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -7%
0.26%
$2.264M
27,283 shares@ $83.0 avg price
ESGUIshares Tr
Recent Activity
Decreased -7.05%
0.25%
$2.149M
17,032 shares@ $126.18 avg price
REGLProshares Tr
Recent Activity
Decreased -0.53%
0.21%
$1.835M
22,441 shares@ $81.78 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.56%
0.21%
$1.781M
4,395 shares@ $405.22 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -7.04%
0.2%
$1.752M
42,442 shares@ $41.29 avg price